GYL Financial Synergies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $540K | Hold |
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|
2021
Q3 | $525K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $408K | Sell |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $447K | Sell |
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|
2018
Q4 | $447K | Buy |
|